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DIVZ vs DIVG

Polen Dividend Income ETF vs Invesco S&P 500 High Dividend Growers ETF

DIVZ

Polen Dividend Income ETF

Polen Capital

Annual cost

0.65%

Fund size

$242M

DIVG

Invesco S&P 500 High Dividend Growers ETF

Invesco

Annual cost

0.39%

Fund size

$10M

Key differences

  • DIVG costs 0.26% less per year.
  • DIVZ is significantly larger than DIVG — larger funds tend to be more liquid and less likely to close.
  • DIVZ follows a active selection strategy; DIVG uses index tracking.

Side-by-side comparison

DIVZDIVG
Annual cost (TER)0.65%0.39%
Fund size (AUM)$242M$10M
Since20212023
Dividend yield2.57%3.01%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+16.1%+23.6%
CAGR 3Y+15.6%N/A
CAGR 5Y+9.2%N/A
Sharpe 3Y1.05N/A
Volatility 1Y9.19%10.81%
Max drawdown-15.43%-14.94%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to DIVZ and DIVG